Jacob Dungey
Client Relationship Manager
- Role
- Client Relationship Manager at Stonebridge Financial Partners, Llc
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Jacob Dungey
Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered…
Experience
Client Relationship Manager
Stonebridge Financial Partners, Llc
May 2023 — Present · Grand Rapids, MI, US
Skills
- Fixed Annuities
- Series 63
- Iras
- Series 6
- Retirement Planning
- Variable Annuities
- 401k
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